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Fax Cover Sheet Management

Making changes to default fax pages

Written by Stacy Lane

Fax cover sheets/cover pages are included by default when faxing with Kno2 Connected™ apps. The cover sheet automatically includes key details, such as the "from" fax number, to streamline communications.

Additionally, a metadata page is created from the patient information and comments added at the time of sending. It is placed after the cover sheet to protect confidential information on printed faxes.

Some Kno2 Connected™ apps elect to skip the default cover sheet in favor of one generated from within the EMR. If you are not sure how your cover sheet is generated, ask your EMR contact for details.

Example Default Cover Sheet

The default cover sheet includes the following fields:

  • Company Name

  • Phone

  • Cover Sheet Title

  • Subject

  • To

  • From

  • Date

  • Confidentiality Statement

An example image is shown below:

A sample cover page showing the following: Company Name Phone: 555-555-5555 Fax Cover Sheet Subject		Subject Line To		555-555-1234 From		555-555-5432 Date		YYYY/MM/DD H:M:S Time Zone The information contained in this facsimile transmission is privileged and confidential and is intended only for the use of the recipient listed above. If you are neither the intended recipient or the employee or agent of the intended recipient responsible for the delivery of this information, you are hereby notified that the disclosure, copying, use or distribution of this information is strictly prohibited. If you have received this transmission in error, please notify us immediately by telephone at 555-555-5555 to arrange for the return of the transmitted documents to us or to verify their destruction. Please contact us to verify receipt of this Fax or to report problems with the transmission. The contents of this facsimile include confidential health information which is protected by the HIPAA Privacy Rule. You, the recipient, are obligated to maintain this information in a safe, secure and confidential manner. Re-disclosure without additional consent or authorization of the individual or as permitted by law is prohibited. Unauthorized re-disclosure or failure to maintain the confidentiality of this information could subject you to penalties under Federal and/or State law.

Example Default Metadata Page

The default metadata page includes the following fields:

  • Date/time (added automatically)

  • From fax number (added automatically)

  • Patient ID (optional)

  • Patient Name (required)

  • Gender (required)

  • DOB (required)

  • Address (optional)

  • Phone (optional)

  • Comments (optional)

An example image is shown below:

Image of test metadata. Here's the text:  On Thu, Jul 16, 2026 at 7:14 AM, (555) 555-5555 wrote: Patient ID: 123 Patient Name: Test Patient Gender: F DOB: 01/01/1950 Address: 123 Street, Anytown, ID 88888 Phone: 5555555555 Comments: Please see attached for Test Patient and let us know if you have any questions.

Suppressing the Cover Sheet and/or Metadata Page

If your organization prefers no cover sheet or to manually add a cover sheet at the time of sending, or if you prefer not to send the metadata page, you may automatically suppress them following these steps:

  1. Navigate to Settings (gear icon)

  2. Select Organization

    1. Optional: Check the box for Suppress Cover Sheet to disable to default cover sheet.

    2. Optional: Check the box for Suppress Metadata Page to disable the default patient metadata page.

      1. Note: This page is where comments are displayed; disabling it means no comments will be delivered to the recipient.

  3. Click Save Changes.

Screenshot of Organization Settings with the Suppress options indicated by a red box


Cover Sheet Customization

Some customization is available for the default cover sheet:

  • Organization or facility name (up to 80 characters)

  • Logo upload, automatically converted to black and white and sized for fax transmission, with a choice of small (1"), medium (1.5"), or large (2") printed width

  • Phone number (required, used in both the header and the confidentiality notice)

  • Up to four additional contact lines (address, fax number, website, etc.)

  • Cover Sheet title

  • Order of the Subject, To, From, and Date fields

  • Subject line: automatically filled in at send time, or fixed to a static value

  • From line: automatically filled in at send time, or fixed to a static value

  • Confidentiality/HIPAA notice text, fully editable, with a one-click restore to the default language

To customize your cover sheet, download the file Cover Sheet Builder - (Drag file to browser to use).html available at the bottom of this article and drag it onto your browser to open it. Your browser acts as an .html reader, working locally instead of sending anything over the internet. It lets you update your organization name and logo, add contact information, reorder the Subject, To, From, and Date fields, choose whether the Subject and From lines are filled in automatically or stay fixed, and edit the confidentiality notice text.

The Cover Sheet Builder will guide you through the customization process. When you are happy with the result, click the Download my cover sheet button to obtain a copy.

Email the cover sheet to kno2connected@kno2.com with the subject line "Fax Cover Sheet Update - [organization name as it appears in your app]." Please allow a minimum of 5 business days for the Kno2 Healthcare Network Services team to process your request.

If you do not use this exact subject line or include your organization name exactly as it appears in the app, processing will be delayed.

Once the cover sheet has been added for your organization, you will be alerted so that you can test by sending a fax to yourself.

Testing

Once the cover sheet has been added, login to the app and navigate to Release to send a fax to a number you can receive the fax at. This may be your own number, in which case the received fax will land in your EMR or in My Intake. Review the received sheet to verify your changes.


Cover Sheet Builder

Download the file below and drag it to your browser to launch:

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